Chargeback Analyst Summary

The Chargeback Analyst Summary report shows the performance for each analyst who works on the system for a period of up to 31 days. The details on the report are:

Name of the person (the analyst) who worked on the transactions
Number of transactions opened or worked on
Number of transactions resolved
Average time taken to resolve a transaction
Number and amount of transactions with the resolution status Accept Chargeback
Number and amount of transactions with the resolution status Manual Review Complete

To access this report:

From the Reports menu, click Enterprise Reports. The Enterprise Reports screen appears.
Click Chargeback Analyst Summary. The Chargeback Analyst Summary report screen appears.

To set up and run this report:

Select a data source from the Available list. Use the arrow buttons to select one or more data sources and place them into the Selected list. If you want a specific data source, it may be faster to type its name, or partial name in the Data Source field and select it from the Available list.
Select Worldpay from the Data Type drop down list.
Select a time period from the Data Period fields. The maximum length of time is 31 days.

To run the report now, or at regular intervals, click the Scheduling checkbox. You can also select who receives a notification that the report is ready. You can select specific people, specific email addresses, or roles that one or more people do. Select an encryption key from the drop-down list - see the Encryption Keys topic for details.
Select the output format of the report from the Output drop down list. Select HTML to display the report online, pdf for a report in portable document format, or CSV for an output form that is suitable for applications like Microsoft Excel.
When you have set up your report, click Submit to run the report.

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